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Susan Diehl

Typically sometime late each year or very early in a tax year, the IRS issues their updates to the Form 1099R, the Form 5498 and the general instructions for both forms for the current year. June 2018 has come and gone, and we are still waiting for most of the reporting guidance for 2018.On June 28...
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On Feb. 23, 2017, the IRS issued an internal memo to their Employee Plans examination employees concerning guidelines for safe-harbor distributions from 401(k) plans. The issuance of this memo stemmed from an Industry Issue Resolution Program meeting with invited trade associations discussing their...
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